Sumitomo Mitsui Trust Group Portfolio holdings
Sumitomo Mitsui Trust Group, Inc., originally founded in 1924 as Sumitomo Trust Co., Ltd., and headquartered in Tokyo, Japan, is a major Japanese financial holding company that evolved through the 2011 merger of Chuo Mitsui Trust Holdings and Sumitomo Trust and Banking Co., Ltd., forming its core entity, Sumitomo Mitsui Trust Bank. Renamed from Sumitomo Mitsui Trust Holdings in October 2024, it is Japan’s largest trust bank and fifth-largest bank by assets, managing hundreds of billions through services like trust banking, asset management, real estate, and financial brokerage for retail and institutional clients. Distinct from the Sumitomo Mitsui Financial Group despite shared historical roots in the Sumitomo and Mitsui conglomerates, the group emphasizes sustainability and long-term client solutions, operating globally with subsidiaries in cities like New York, London, and Hong Kong. Under leaders like Chairman Kazuo Ohmori, it blends a century-long legacy with modern financial innovation, focusing on pension funds, real estate trusts, and ESG-driven investments.
Top Buys
| 1 |
Invesco QQQ Trust
QQQ
|
$191M |
| 2 |
Palantir
PLTR
|
$88.2M |
| 3 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
$85M |
| 4 |
Twilio
TWLO
|
$59.4M |
| 5 |
Synopsys
SNPS
|
$49M |
Top Sells
| 1 |
Apple
AAPL
|
$1.17B |
| 2 |
Microsoft
MSFT
|
$867M |
| 3 |
NVIDIA
NVDA
|
$580M |
| 4 |
Amazon
AMZN
|
$414M |
| 5 |
Meta Platforms (Facebook)
META
|
$311M |
Sector Composition
| 1 | Technology | 29.23% |
| 2 | Healthcare | 13.36% |
| 3 | Financials | 11.73% |
| 4 | Consumer Discretionary | 10.33% |
| 5 | Industrials | 7.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
LTC
951
LTC Properties
LTC
$1.69B
| $1.6M | ﹤0.01% |
48,434
+3,323
| +7% | +$110K |
|
|
BERY
952
DELISTED
Berry Global Group, Inc.
BERY
| $1.6M | ﹤0.01% |
27,026
| – | – |
|
953
Enel Chile
ENIC
$5.12B
| $1.58M | ﹤0.01% |
474,347
+137,300
| +41% | +$457K |
|
|
DEA
954
Easterly Government Properties
DEA
$1.05B
| $1.58M | ﹤0.01% |
43,548
+2,984
| +7% | +$108K |
|
|
ELME
955
Elme Communities
ELME
$1.52B
| $1.56M | ﹤0.01% |
94,811
-2,766
| -3% | -$45.5K |
|
956
Acadia Realty Trust
AKR
$2.63B
| $1.56M | ﹤0.01% |
108,255
-606
| -0.6% | -$8.72K |
|
957
TechnipFMC
FTI
$16B
| $1.54M | ﹤0.01% |
92,713
-4,062
| -4% | -$67.5K |
|
|
ALEX
958
Alexander & Baldwin
ALEX
$1.41B
| $1.52M | ﹤0.01% |
81,636
-475
| -0.6% | -$8.83K |
|
|
AIV
959
Aimco
AIV
$1.11B
| $1.51M | ﹤0.01% |
176,817
+9,189
| +5% | +$78.3K |
|
|
VRE
960
Veris Residential
VRE
$1.52B
| $1.49M | ﹤0.01% |
92,797
+5,000
| +6% | +$80.3K |
|
961
Elanco Animal Health
ELAN
$9.16B
| $1.48M | ﹤0.01% |
147,396
-958,024
| -87% | -$9.64M |
|
962
Banco Santander Chile
BSAC
$12.1B
| $1.44M | ﹤0.01% |
76,139
-500
| -0.7% | -$9.43K |
|
|
BNR
963
Burning Rock Biotech
BNR
$89.4M
| $1.43M | ﹤0.01% |
66,707
+741
| +1% | +$15.9K |
|
964
Old Republic International
ORI
$10.1B
| $1.43M | ﹤0.01% |
56,953
-3,319
| -6% | -$83.5K |
|
965
Bruker
BRKR
$4.68B
| $1.42M | ﹤0.01% |
+19,263
| New | +$1.42M |
|
966
AptarGroup
ATR
$9.13B
| $1.42M | ﹤0.01% |
+12,215
| New | +$1.42M |
|
967
East-West Bancorp
EWBC
$14.8B
| $1.39M | ﹤0.01% |
+26,415
| New | +$1.39M |
|
968
SPDR Blackstone Senior Loan ETF
SRLN
$6.97B
| $1.36M | ﹤0.01% |
32,512
-38,501
| -54% | -$1.61M |
|
969
Huntsman Corp
HUN
$1.95B
| $1.36M | ﹤0.01% |
50,183
-1,465
| -3% | -$39.6K |
|
970
Texas Roadhouse
TXRH
$11.2B
| $1.35M | ﹤0.01% |
12,036
-5,773
| -32% | -$648K |
|
|
PDM
971
Piedmont Realty Trust, Inc.
PDM
$1.09B
| $1.31M | ﹤0.01% |
180,873
| – | – |
|
972
iShares MSCI South Korea ETF
EWY
$5.22B
| $1.31M | ﹤0.01% |
20,647
-18,434
| -47% | -$1.17M |
|
973
Zions Bancorporation
ZION
$8.34B
| $1.3M | ﹤0.01% |
48,283
+8,507
| +21% | +$228K |
|
974
iShares MSCI Taiwan ETF
EWT
$6.25B
| $1.29M | ﹤0.01% |
27,378
-43,628
| -61% | -$2.05M |
|
975
Leggett & Platt
LEG
$1.35B
| $1.28M | ﹤0.01% |
43,100
| – | – |
|